It’s Different This Time
with
Patrick Ceresna
Kevin Muir
Join Us
Join Patrick and Kevin every weekend when these two traders discuss the week’s action in the markets – always keeping the other’s feet to the fire for bad calls – yet hopefully having some fun while learning a little something in the process. Sign up to receive the Weekly Market Huddle email.
We will notify you when there is a new episode, include some charts and maybe even a MacroTourist type picture only for subscribers. Rest assured, we will never fill your email box with junk and unsubscribe at any time.
Episodes
Episode 33 – Macro Trade of the Century
| 0:03:40 | Talking Markets with Otavio(Tavi) Costa | |
| 0:27:56 | Talking Markets with Tony Greer | |
| 0:47:43 | This Week in Trading History | |
| 0:57:56 |
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| 01:23:34 | Aftershow with Tavi Costa |
Episode 32 – The Skill of Making Money
| 0:04:03 | Talking Markets with John Netto | |
| 0:45:12 | This Week in Trading History | |
| 0:51:00 | WTF Clip of the Week | |
| 01:01:59 |
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| 01:47:14 | Aftershow with John Netto |
Episode 31 – The Answer is Gold
| 0:03:09 | Talking Markets with Stephen Aniston | |
| 0:27:34 | Understanding the Steepener | |
| 01:01:46 | This Week in Trading History | |
| 01:21:28 |
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| 02:04:23 | Aftershow with Stephen Aniston |
Episode 30 – Polyester Suits
| 0:03:48 | Talking Markets with David Collum | |
| 0:23:47 | Talking Greek with Kuppy | |
| 0:46:25 | This Week in Trading History | |
| 01:19:50 |
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| 01:46:28 | After Hours with David Collum |
Episode 29 – Seduction by Complexity
| 0:04:18 | Talking Markets with Adam Collins | |
| 0:35:58 | Kevin gets some help with the Dark Arts | |
| 0:49:47 | Tales from the Trading Desk – Occupy a Job on Wall street | |
| 01:16:42 |
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| 01:29:18 | Top 5 Things to Watch Next Week |
Episode 28 – P-Dogging it
| 0:06:41 | Most Important Event of the Week | |
| 0:20:16 | Charlie McElligott’s gamma graphs explained | |
| 0:43:21 | Tales from the Trading Desk – Mrs.MacroTourist | |
| 0:49:16 |
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| 01:34:24 | Top 5 Things to Watch Next Week |
Episode 27 – Bump and Run
| 0:04:35 | Interview with Alastair Williamson | |
| 0:38:06 | Tales from the Trading Desk | |
| 0:43:40 | This Week in Trading History | |
| 0:58:08 |
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| 01:14:15 | Top 5 Things to Watch Next Week |
Episode 26 – The Huddle Puddle
| 0:04:20 | Interview with Aidan Garrib | |
| 0:38:08 | Neil Hunt talking Eurodollar | |
| 01:01:27 | This Week in Trading History | |
| 01:09:41 |
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| 01:13:41 | Top 5 Things to Watch from Last Week |
Episode 25 – Breaking out the Brown Sauce (guest Seth Levine)
| 0:05:49 | Seth Levine talking Macro | |
| 0:24:40 | Tales from the Trading Desk | |
| 0:28:58 | Smart money versus Retail debate | |
| 0:47:25 |
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| 0:55:19 | WTF Clip of the Week – McAffee NFSW |
Episode 24 – When Turkeys Fly (guest Samantha LaDuc)
| 0:04:29 | Samantha LaDuc talks markets | |
| 0:33:42 | Tales from the Trading Desk | |
| 0:37:41 | This Week in Trading History | |
| 0:44:10 |
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| 0:59:34 | Top 5 things to watch next week |
Episode 23 – Waiting like a Jack Pine (special guest Chase Taylor)
| 0:04:51 | Chase talks inflation |
| 0:29:31 | Tales from the Trading Desk |
| 0:35:00 | Bonds or Stocks – who’s right? |
| 0:46:28 | This Week in Trading History |
| 0:51:33 | WTF – How I Met Steve’s Mother |
Episode 22 – It went to money heaven (special guest Harris Kupperman)
| 0:04:21 | Harris Kupperman on shipping |
| 0:30:00 | Tales from the Trading Desk |
| 0:34:34 | Talking options |
| 0:47:53 | This Week in Trading History |
| 0:55:35 | WTF – Idiocracy strikes CNBC |
Episode 21 – You need a pin to pop a bubble (special guest Kieran O’Dea)
| 0:04:30 | Kieran on geo-politics |
| 0:23:30 | Tales from the Trading Desk |
| 0:31:05 | Ari Pine on spoofing |
| 0:52:53 | This Week in Trading History – It’s contained… |
| 1:07:50 | Review of last week’s Top 5 |
Episode 20 – Never say Never (special guest Angie Setzer @GoddessofGrain)
| 0:04:00 | What’s going on in the Grain Markets |
| 0:29:25 | Tales from the Trading Desk |
| 0:35:02 | FOMC – Bull vs Bear |
| 1:00:25 | This Week in Trading History – the Dutch West Indies Company |
| 1:14:08 | Review of last week’s Top 5 |
Episode 19 – Confessions of a MMT Enthusiast
| 0:03:20 | Confessions of a MMT Enthusiast |
| 0:37:05 | Tales from the Trading Desk |
| 0:45:58 | This Week in Trading History – The first insider trading case |
| 0:50:22 | WTF Clip of the Week – Pardon me, do you have any Grey Poupon? |
| 0:55:55 | Review of last week’s Top 5 |
Episode 18 – No Smell, No Tell (special guest: Mark Spiegel)
| 0:03:15 | The Tesla Short |
| 0:28:22 | Tales from the Trading Desk |
| 0:38:12 | This Week in Trading History – 2009 Market Bottom |
| 0:45:03 | WTF Clip of the Week – Both Cramers are drinking |
| 0:52:00 | Review of last week’s Top 5 |
Episode 17 – Calling in Fat (special guest: Steve Sosnick)
| 0:02:47 | What is on Steve’s mind this week? |
| 0:38:05 | Tales from the Trading Desk |
| 0:49:18 | Are the markets in NA heading into recession? |
| 1:10:14 | This Week in Trading History – Glass Steagall |
| 1:14:53 | WTF Clip of the Week – What does Powell think of Trump? |
Episode 15 – Edge of a Precipice (special guest: @Barton_options)
| 0:04:00 | What’s on Patrick’s radar this week |
| 0:10:00 | Deep Dive into impact of QT/QE with Barton |
| 0:41:34 | Tales from the Trading Desk – Barton talks UVXY |
| 0:48:25 | This Week in Trading History – Japan cuts rates to zero for the first time 20 years ago |
| 0:55:22 | WTF Clip of the Week – Bill Gross channels his inner Austin Power as he reflects on his retirement. |
Episode 14 – Master move in the order of the Lufthansa heist
| 0:04:41 | Tony talks weed |
| 0:25:12 | Social media stocks rolling over |
| 0:46:00 | Tales from the Trading Desk – Tony’s tale |
| 0:52:12 | This Week in Trading History – XIV blows up! |
| 1:04:07 | WTF Clip of the Week – Powell and Trump’s dinner Game of Thrones style |
Episode 13 – Trump needs more Cowbell (with special guest Erik Townsend)
| 0:04:22 | Erik Townsend talks Gold/Dollar pairs trade |
| 0:35:00 | Tales from the Trading Desk – Erik recalls crude trade |
| 0:46:00 | The epic flip-flop by Jay Powell |
| 0:55:52 | This Week in Trading History – The first TIPS auction |
| 1:08:35 | WTF Clip of the Week – Trump needs more cowbell!!! |
Episode 12 – The Cracks are Showing (with special guest Tony Greer)
| 0:03:50 | Tony Greer talks gold |
| 0:23:20 | End of QT? |
| 0:43:00 | Tales from the Trading Desk – Tony talks COMEX floor |
| 0:56:35 | This Week in Trading History – Gold Rush 1848 |
| 0:58:55 | WTF Clip of the Week – Davos Frat Party. |
Episode 11 – The Trading Couch
| 0:03:08 | A whale of an SPX trading |
| 0:24:50 | This Week in Trading History – The Gulf War |
| 0:32:12 | WTF Clip – Tribute to William Wallace |
| 0:57:49 | Top 5 Things to watch next week |
Episode 10 – Goodfellas… Chinese Edition
| 0:02:39 | Can you trust Chinese data |
| 0:29:57 | This Week in Trading History – The first money mkt fund |
| 0:35:09 | WTF Clip – Ross Gerber, no Steven Birch from Billions |
| 0:57:13 | Top 5 Things to watch next week |
Episode 9 – Fool’s Gold (with special guest Brent Johnson from Santiago Capital)
| 0:02:39 | Silver and Gold Ratio with Brent |
| 0:21:03 | Tales from the Trading Desk – Fool’s Gold |
| 0:35:32 | This Week in Trading History – Apple Computer |
| 0:45:55 | WTF Clip of the Week – Cramer! |
Episode 7 – The twelve pubs of Christmas
| 0:03:30 | Reactions to FOMC |
| 0:35:40 | This Week in Market History – Boesky and Mulheren |
| 0:41:09 | WTF Clip of the Week – Greenspan |
| 0:44:31 | Tales from the Trading Desk – Option spreads |
Episode 6 – Don’t forget your sample
| 0:02:40 | Gold – fake out or break out? |
| 0:21:00 | This Week in Market History – Madoff |
| 0:29:38 | WTF Clip of the Week – The world’s biggest bear |
| 0:33:52 | Tales from the Trading Desk – Don’t forget your sample |
Episode 5 – Never go full Krugman
| 0:02:25 | Yield curve inversion |
| 0:34:37 | This Week in Market History – A look back at the S&L crisis |
| 0:41:42 | WTF Clip of the Week – Krugman, Trump & Powell |
| 0:48:24 | Tales from the Trading Desk – Greatest Risk Arb of all time |
Episode 4 – The Prairie Dog Formation
| 0:02:10 | Powell Blinks |
| 0:27:50 | This Week in Market History – Enron |
| 0:45:48 | WTF Clip of the Week – Larry Kudlow’s Press Conference |
| 1:04:46 | Tales from the Trading Desk – blast from the past |
Episode 3 – How not to tell your clients they have been zeroed
| 0:03:20 | Did the Federal Reserve finally go too far and engineer a global economic slowdown (recession)? |
| 0:42:50 | This Week in Market History – JFK assassination causes a 2.9% dip in the market, but the Dow Jones finishes the year at the highs. |
| 0:45:48 | WTF Clip of the Week – Axe reacts to OptionSellers.Com’s announcement |
| 1:04:46 | Tales from the Trading Desk – reliving the bad blood between Icahn and Ackman via the Herbalife saga |
Episode 2 – Energy markets go beserk
| 0:01:50 | Oil / nat gas go in opposite directions. Is someone big in trouble? |
| 0:15:50 | Is this the top in interest rates? |
| 0:42:00 | This Week in Market History – Dow Jones finally crosses 1,000 but how long before that level is taken again? |
| 0:47:00 | WTF Clip of the Week – Tom Lee’s bitcoin call gets laughter from Seth and Snoop |
| 0:56:30 | Tales from the Trading Desk – remembering the natural gas hedge fund trader who lost more than a billion dollars |
Episode 1 – Will Trump break the mid-term Presidential Election Cycle?
| 0:01:40 | Reactions on the midterms with a surprising stat. |
| 0:36:32 | This Week in Market History – 1907 crash |
| 0:49:25 | WTF Clip of the week – talking about percentage change on interest rates |
| 0:54:19 | Tales from the Trading Desk – GE after hours 37 million share block. |